Loan Consultant

About the role

The Loan Consultant is the first point of contact for Unifi clients, guiding them through a simple and fast personal loan experience. You will build trust, ensure clarity, and help clients achieve their financial goals while meeting branch targets.

Key responsibilities

• Welcome every client warmly and guide them through the loan process in a simple, easy‑to‑understand manner.
• Explain Unifi’s products clearly and honestly so clients know exactly what they are signing up for.
• Capture client details accurately and ensure all documentation is complete and correct.
• Handle cash, client information and records responsibly, accurately and with integrity.
• Take ownership of branch targets and bring a “let’s get it done” energy to daily work.
• Support collections by following up with clients respectfully, understanding their situation and helping find practical repayment solutions.
• Maintain a clean, organised branch that meets Unifi standards and works collaboratively as a team.
• Promote Unifi in the community to help more people discover and understand its products and services.
• Speak up about issues, propose practical solutions and share feedback to improve processes.
• Live Unifi’s values by treating people with dignity, communicating clearly, taking ownership and delivering on promises.

Required profile

• A certificate, diploma or degree in Banking & Finance, Business Administration, Marketing or a related commercial field is advantageous.
• At least 1 year of experience in a customer‑facing, sales or retail environment.
• Comfortable with basic financial and credit concepts.
• Strong written and spoken communication skills in English.
• A client‑first mindset, able to help people with care, urgency and dignity.